TOLL vs XFLX
Comparison between Tema Monopolies and Oligopolies ETF (TOLL, ETF) and FUNDX FLEXIBLE ETF (XFLX, ETF).
TOLL vs XFLX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TOLL
$49M
Winner
XFLX
$49M
Expense Ratio
Winner
TOLL
0.55%
XFLX
0.97%
Max Drawdown
TOLL
16.65%
Winner
XFLX
13.65%
Sharpe Ratio
Winner
TOLL
0.78
XFLX
0.20
5Y Beta
TOLL
0.90
Winner
XFLX
0.23
P/E Ratio
TOLL
37.96
XFLX
N/A
Forward P/E
TOLL
28.17
XFLX
N/A
PEG Ratio
TOLL
0.93
XFLX
N/A
5Y EPS CAGR
TOLL
21.19%
XFLX
N/A
Debt to Equity
TOLL
52.22%
XFLX
N/A
P/S Ratio
TOLL
2.48
XFLX
N/A
P/B Ratio
TOLL
7.14
XFLX
N/A
TOLL vs XFLX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TOLL
+3.15%
XFLX
+0.01%
3M
Winner
TOLL
+8.86%
XFLX
+0.08%
6M
Winner
TOLL
+10.54%
XFLX
+0.84%
1Y
Winner
TOLL
+15.15%
XFLX
+4.51%
Max(CAGR)
Winner
TOLL
+16.30%
XFLX
+4.25%
TOLL vs XFLX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | TOLL | XFLX |
|---|---|---|
| 2026 | +9.24% | +0.60% |
| 2025 | +12.05% | +2.37% |
| 2024 | +14.43% | +4.42% |
| 2023 | +15.37% | +3.89% |
TOLL vs XFLX Drawdown Comparison
The maximum drawdown for TOLL was -15.54%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The maximum drawdown for XFLX was -6.54%, occurring on Apr 8, 2025. Recovery took 236 trading sessions.
The current TOLL drawdown is -3.15%. The current XFLX drawdown is -0.87%.
| Rank | TOLL | XFLX |
|---|---|---|
| #1 | -15.54% Feb 19, 2025 - May 16, 2025 | -6.54% Oct 1, 2024 - Sep 11, 2025 |
| #2 | -11.43% Jul 26, 2023 - Nov 20, 2023 | -3.11% Feb 26, 2026 - Mar 27, 2026 |
| #3 | -11.26% Jan 16, 2026 - May 5, 2026 | -2.13% Mar 28, 2024 - May 15, 2024 |
| #4 | -7.44% Mar 21, 2024 - May 15, 2024 | -1.40% Jul 16, 2024 - Aug 13, 2024 |
| #5 | -6.58% Oct 14, 2024 - Feb 19, 2025 | -1.34% Oct 27, 2025 - Dec 24, 2025 |
| #6 | -5.90% Jul 16, 2024 - Aug 21, 2024 | -1.32% Oct 11, 2023 - Nov 3, 2023 |
| #7 | -4.04% Oct 27, 2025 - Nov 28, 2025 | -1.26% Feb 1, 2024 - Mar 7, 2024 |
| #8 | -3.51% Aug 30, 2024 - Sep 16, 2024 | -0.96% May 15, 2024 - Jun 5, 2024 |
| #9 | -3.48% May 22, 2023 - Jun 14, 2023 | -0.86% Dec 28, 2023 - Jan 12, 2024 |
| #10 | -3.19% May 20, 2024 - Jul 10, 2024 | -0.80% Jan 12, 2024 - Feb 1, 2024 |
| #11 | -3.15% Jun 3, 2026 - Jun 5, 2026 | -0.64% Jan 14, 2026 - Jan 27, 2026 |
| #12 | -3.05% Jul 25, 2025 - Oct 3, 2025 | -0.60% Aug 23, 2024 - Sep 5, 2024 |
| #13 | -3.03% May 19, 2025 - Jun 30, 2025 | -0.55% Jun 18, 2024 - Jul 3, 2024 |
| #14 | -2.97% May 14, 2026 - May 26, 2026 | -0.54% Oct 2, 2025 - Oct 20, 2025 |
| #15 | -2.84% Dec 28, 2023 - Jan 18, 2024 | -0.41% Sep 16, 2025 - Oct 1, 2025 |
Correlation
Correlation between TOLL and XFLX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2023 - 2025)
TOLL vs XFLX dividend yield comparison.
| Year | TOLL | XFLX |
|---|---|---|
| 2025 | 0.32% | 9.80% |
| 2024 | 1.99% | 4.55% |
| 2023 | 0.36% | 4.05% |
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